My husband, Matt, and I have lived and worked in the Central Michigan area all our lives. Growing up on a farm with six siblings, raising four children of our own and having a husband who owns a small family business, I understand first hand hard work and managing budgets. I earned both a bachelor’s degree(1988) and MBA (1995) from Central Michigan University.

As an Edward Jones financial advisor I am able to do the two things I enjoy, working with numbers and working with people! I believe it’s important to first understand what is important to you and what your goals are before I offer investment advice. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.

I joined Edward Jones in 2009, as the first female Edward Jones advisor in Mt. Pleasant, opening the 5th office here. I became a limited partner with Edward Jones in 2016. As my business has grown I have invited another financial advisor to join me in my office to help better serve clients.

I have served the firm as a recruiting leader, field trainer, Women and Diverse Inclusion leader and most recently as a mentor. I am an active member of the community both as a current and prior board member and through various volunteer roles.

My sr. branch office administrator, Tracy White-Thornton, has over 20 years of experience in the financial industry and is dedicated to providing you with the highest level of service possible. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.










Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Running
  • Outdoor Enthusiast
  • Hockey
  • Baking

Office Information

Office Address

126 S Main Mt Pleasant, MI 48858

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Request an Appointment

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